See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $86,929-64.1% | $102,423-69.5% | $80,856-61.4% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 13.05% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $943 | $2,369-60.2% | $3,023-68.8% | $2,755-65.8% |
| Participant deferral / active EE | $2,699 | $4,118-34.5% | $5,053-46.6% | $4,296-37.2% |
| Admin fee / account holder | $855 | $8,049-89.4% | $9,451-91.0% | $6,918-87.6% |